10 episodes

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

On The Money On The Money

    • Business
    • 5.0 • 13 Ratings

Every Saturday from 9:00-10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ professionals from CFG host “On the Money”, one of Central Florida’s most listened to financial call-in radio programs. Listen live every Saturday morning from 9 to 10 a.m. on NEWS 96.5 WDBO FM. You can also sign up for On The Money emails to be notified of the topic each week.

    If I pass on during a recession, what will my daughter get?

    If I pass on during a recession, what will my daughter get?

    Hosted By:

    Joe Bert CFP® & Nancy Hecht CFP®



    Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Nancy@FinancialGroup.com



     

    • 35 min
    Long Term Care Insurance – Evaluating the Policies Offered Today Versus Those from 20 Years Ago

    Long Term Care Insurance – Evaluating the Policies Offered Today Versus Those from 20 Years Ago

    Hosted By:

    Joe Bert CFP® & Aaron Bert CFP®



    Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Aaron@FinancialGroup.com



     

    • 36 min
    Social Security – 2022 Annual Report A Report Card on the Health of America’s Pension

    Social Security – 2022 Annual Report A Report Card on the Health of America’s Pension

    Hosted By:

    Chris Toadvine CFP® & Joe Bert CFP®



    Chris Toadvine CFP®  and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Chris@FinancialGroup.com •  Joe@FinancialGroup.com



     

    • 35 min
    What Does it Mean When People Refer to the Social Security “Tax Torpedo?

    What Does it Mean When People Refer to the Social Security “Tax Torpedo?

    Hosted By:

    Rodney Ownby CFP® CPA and Joe Bert CFP®

    Rodney Ownby CFP® CPA and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Rodney@FinancialGroup.com • Joe@FinancialGroup.com

    • 36 min
    Drop on value and loss of assets are not the same thing. I will explain.

    Drop on value and loss of assets are not the same thing. I will explain.

    Hosted By:

    Joe Bert CFP® & Nancy Hecht CFP®



    Joe Bert CFP® and Nancy Hecht CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Joe@FinancialGroup.com •  Nancy@FinancialGroup.com



     

    • 35 min
    Honey, do we have enough to retire?

    Honey, do we have enough to retire?

    Hosted By:

    Charles Curry CFP® & Joe Bert CFP®



    Charles Curry CFP® and Joe Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

    Submit your questions to:  1-844-220-0965

    Charles@FinancialGroup.com •  Joe@FinancialGroup.com



     

    • 35 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

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